I have worked in the financial services industry for over 25 years as both an adviser and supervisor to others.
I am very experienced in both the personal and corporate market and am qualified to provide specialist pension advice to individuals and businesses.
My approach to financial planning is quite simple, if you listen to your client you will gain a thorough understanding of their needs and only then can you consider the right solution for each of their needs. Explain these in simple language and make sure they fully understand all the pros and cons and you have the makings of a satisfied client that you can build a long term and sustainable relationship with.
Meeting clients face to face is by far the most interesting and rewarding part of my job and I look forward to meeting you soon. My contact details are below so get in touch and see for yourself if I deliver on my promises.
I can be contacted on 01202 707710 or 07538 912327 or by email